Disclaimer: Views in this blog do not promote, and are not directly connected to any Legal & General Investment Management (LGIM) product or service. Views are from a range of LGIM investment professionals and do not necessarily reflect the views of LGIM. For investment professionals only.

Investment strategy

Investment strategy

Omicron and markets: what we are watching

We will be focusing on three key questions around the spread of a new variant of COVID-19.  
By Lars Kreckel

Investment strategy

Growing pains, roaring 20s, or stagflation? Revisiting our scenarios

With inflation continuing to rise and central banks beginning to act, we update our macro scenario analysis.;
By Christopher Teschmacher

Investment strategy

DB schemes: healthiest since COVID – but pandemic may cast long shadow

The UK’s defined benefit (DB) pension schemes finished the third quarter at their healthiest levels since before the onset of COVID-19, according to our latest research.  ;
By Yikai Shen

Investment strategy

When should pensioners annuitise?

A common question that arises when discussing decumulation is when investors should choose to annuitise.  ;
By John Southall

Investment strategy

Equity market volatility: what are my options?

With many DB pension schemes having improved their funding levels since early 2020, is now a good time to consider equity protection?  ;
By Iisha Williams

Investment strategy

Bank of England decision: analysis from our experts

What do our investment teams make of the Bank of England’s decision not to raise interest rates?  ;
By James Carrick

Investment strategy

How office valuations are staying steady amid working from home

During the first lockdown, it seemed as though working from home was going to be the future. The evolution of hybrid work trends suggests less reason for pessimism about the future of the office.;
By Alex Moss

Investment strategy

Inflation: sticky or structural?

Are we heading for the distress flares of the 70s or will the deflationary forces of recent years win through?  
By John Roe

Investment strategy

Stand aside, economists; send me a meteorologist

The largest central banks may expect the inflation storm to pass, but they can’t predict the weather – which may have important implications for commodity prices, inflation, and multi-asset investors.  
By Christopher Jeffery

Investment strategy

Dancing on the ceiling

Should investors be concerned about the US debt ceiling?  ;
By Christopher Jeffery

Investment strategy

UK inflation: counting the costs

What do the UK’s inflation dynamics mean for DB pension schemes?  ;
By Safwan Mir

Investment strategy

In a tight space

Have credit spreads reached a cul-de-sac, or is there still room for manoeuvre?  ;
By Matthew Rees

Investment strategy

Stay calm and climb the wall of worry?

Given the prevailing market risks, how can I justify maintaining my high exposure to equities?  ;
By Karol Pelc

Investment strategy

Do level annuities hedge enough longevity risk?

Inflation-linked annuities might not inspire early retirees with their limited payouts at first. But we believe there are other important factors worth considering.;
By John Southall

Investment strategy

To repo better, you gotta be clever how you sow…

What is nettable repo, and why should the LDI community care?  ;
By Wilson Poon

Investment strategy

Minutes minutiae: Fed inching closer to the exit

With Fed tapering on the market's mind, we consider the implications for investors.  ;
By Christopher Jeffery

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